Business rules pricing example

You should set up the user options to match whatever specification is appropriate for your company. In this simple example, the number of processors is added as an option.

1. From the main menu, select Plan > Service Catalog > Offerings.

2. Select the relevant offering, and click Details.

3. In the User options tab, click New field, and complete the following:

   Property	Action
   Name	Type Processors
   Display name	Type Processors
   Field type	Select List
   Field size	Select MEDIUM
   Required	Ensure this is selected
   Visibility	Select User
   List	Click to add a new list Type Number as the name and display name Click OK
   List items	Click to add the list items Type One as the name and 1 CPU as the display name Click Add another Type Two as the name and 2 CPUs as the display name Click Add another Type Four as the name and 4 CPUs as the display name Click OK

4. Click Save.

Now you can set up the user options so there are fields that can be used to specify the start and end dates of the promotion.

1. In the User options tab of the relevant offering, click New field, and complete the following:

   Property	Action
   Name	Type StartPromotion
   Display name	Type Start promotion
   Field type	Select Date
   Field size	Select MEDIUM
   Visibility	Select Agent

2. Click New field, and complete the following:

   Property	Action
   Name	Type EndPromotion
   Display name	Type End promotion
   Field type	Select Date
   Field size	Select MEDIUM
   Visibility	Select Agent

3. Click Save.

Now you set the default values for the offering, including specifying the start and end dates of the promotion, and the default of 1 CPU.

1. In the Default values tab of the relevant offering, open the User options section, and complete the following:

   Property	Action
   Processors	Select 1 CPU
   Start promotion	Select October 1, 2015
   End promotion	Select October 31, 2015

2. Click Save.

Now you add the prices to the offering.

1. If you want the prices to be visible to the Service Portal user, in the Price tab of the relevant offering, ensure Visible to Service Portal is selected.

2. In the Price tab, of the relevant offering, open the Basic pricing section, and complete the following:

   Property	Action
   Currency	Select USD($)
   Price	Type 100
   Recurring price	Type 3
   Recurring period	Select Monthly

3. Open the Additional price added per user option section, and complete the following:

   Property	Action
   1 CPU - Price	Leave blank
   1 CPU - Recurring price	Type 2
   2 CPUs - Price	Leave blank
   2 CPUs - Recurring price	Type 4
   4 CPUs - Price	Leave blank
   4 CPUs - Recurring price	Type 6

4. Click Save.

Finally, you add the rules that specify the discount (50%) and when it is to be applied.

1. In the Rules tab of the relevant offering, open the After change section.

2. Click Add a rule to run after request record rules, and:

   1. Select "If...Then" rule.

   2. Select the Set field template.

   3. Click OK and edit the rule to be:

      If

      ${(current_update.RequestedForPerson.IsChanged || current_update.UserOptions.IsChanged) && entity.CreateTime>=entity.UserOptions.StartPromotion_c && entity.CreateTime<=entity.UserOptions.EndPromotion_c}

      Set Price to ${entity.Cost/2}

   Note For help with action rules, see Action rule examples.

3. Click Add a rule to run after request record rules, and:

   1. Select "If...Then" rule.

   2. Select the Set field template.

   3. Click OK and edit the rule to be:

      If

      ${(current_update.RequestedForPerson.IsChanged || current_update.UserOptions.IsChanged) && entity.CreateTime>=entity.UserOptions.StartPromotion_c && entity.CreateTime<=entity.UserOptions.EndPromotion_c}

      Set Recurring price to ${entity.RecurringCost/2}

4. Open the Rendering forms section.

   Note The following rules disable the StartPromotion and EndPromotion fields. These fields should not be visible to the Service Portal user, and that is why their Visibility is set to Agent. The agent may only view these fields, and not edit them, as they are controlled by the Catalog Administrator. Therefore, the fields are disabled.

5. Click Add a rule to run before request record rules, and:

   1. Select Simple rule.

   2. Select the Disable field template.

   3. Click OK and edit the rule to be:

      Disable UserOptions.StartPromotion_c

6. Click Add a rule to run before request record rules, and:

   1. Select Simple rule.

   2. Select the Disable field template.

   3. Click OK and edit the rule to be:

      Disable UserOptions.EndPromotion_c

7. Click Save.